Member Info for tonyj

LTI, re Hexing, I wonder if CC will get involved with their new plant in Bangladesh.

Well that is the question Vas, and no doubt Colour will have the answer to that.
With CC they obtain the module from their maker on Genus credit and sell to Genus to put inside at manufacturer, at that point getting paid. We may get an update from JC as to what EESL requirement will be placed on CC, inside all smarts or just the ones where they are going to use RF. However didn't I read that all had to be RF capable, may be dreaming.
I suppose the same rules will apply to all three of the leading manufacturers which CC will be 'Inside'.
Obviously all the background checks have been done and I think its down now to sub-contracts.
All meters must conform to the regulations I presume.
Wait and see, DYOR.

Keep up Vas, LOL.. I had already said that and we are in with all of the big manufacturers, so hopefully good.

Hello Seawolf, as ever time takes its toll, in October we were all awaiting these outstanding contracts, the Southern India that we got was one of them I surmise. Then we hear of the Round Table, new on the scene inviting CC and a surprise, especially to Colour who then poo poo it. It would have been different if one his mates (EDF) had been mentioned.
You have been around a long time so stick with it. Mysore was the start but INDORE to my mind is the icing on the cake.
These all start off as small projects but when a Utility produces evidence of large savings and praises system then everybody wants to take advantage, after all its the transmission losses that this is all about. Suddenly up comes a result not a may be in the future and that is what pricked EESL ears up.
Colour now seems bold enough to drop the DYOR but for me it is still DYOR.

Colour, you are always asking for facts. A lot of people get the idea that this Round table at which CC by invitation sat was important and if I remember correctly Anil led a discussion group. So not just a tag along.
So invited by EESL (for Government) and given prominence but still trivial because does not suit your plans. Grow up Colour, times are definitely changing. DYOR

Morning Colour.. I take it that where you got that bit of Bihar information from did not say where meters were coming from otherwise you would have told us. The EDF smart system in France is Linky, are you saying that they have installed 20m Linky's, I could not find that info.
Regarding Bihar, it is fairly well established that unless impossible to supply then Indian meters have to be made in India and I take it meet EESL standards and approval.
I think the Bihar project dates back to 2017/18 and CC were called in in Nov19 so who knows who are making the meters, unless of course you do.
EDF must be cutting their prices because Linky appear expensive.
DYOR.

Hello Colour, just looked in. No panic with EDF after all they said they are not producing the meters anyway. So if it all goes ahead they will probably call on Genus etc for supplies.
DYOR especially you Colour.

Colour, I can read which you did not on my BB referring to March.
This project was talked about 2 years ago. A lot has happened since then. Are you saying that whatever the comment that was made was in realtime. I thought EESL was in control.
DYOR.

Hello Colour, not stirring again are we. When was that announced was it recently after the November Roundtable which included CC or older.

Far from it Colour, you have said all along that the Indian government machine is a mess. So we reluctantly have to stick 6 months on any time announcement but we are getting there. I did think Intellismart decisions were going to be the exception and given the nod. Whether CC gets more involvements or just 'notspots' etc there is a lot of work to be had.
We should hear a little more on SMETS2 shortly, as I think it was decided last March time that Smart Applicants should be treated equally timewise. So I would think that the 500k presale would by now be passed. As ever DYOR.

I must admit whilst I think that Intellismart (EESL) is best thing yet that has happened to CC there must still be red tape in the Indian system. Considering the bunch of early Nov/Dec meetings that took place I thought that there would be some statement by now. Again having said that unless EESL decide otherwise CC is still in the pecking order i.e. our contracts will come via the likes of Genus etc. At this point I would appreciate a Newsletter from JC outlining CC's position regarding INDORE. Are we suppliers covering Head to customer or are we participating in installation, training etc.
DYOR

LTI, you have more of an eye for detail. Was there any update on CC's licence to Innologix (2017).

Well Colour I do think that you are wrong. INDORE is a contract and attracting attention which I should imagine was due to its last upgrade to IoT capable, with security built in and fast roll out. Sounds like the Thailand interest was as a result of INDORE and other internal states like I believe Bangalore are looking. I suppose we could translate 'small project' as Pilot for India and usually Pilots stick if successful. It is now a matter of wait and see. The upside is that if it takes off it could well be massive.
DYOR all, because CC could well take off but bottom line is we are on AIM so the risk is there.

Well ITT, that just goes to show what I have been saying all along.
I think JC probably sees the problem as well, he forecast costs without declaring on a monthly basis. There is now obviously some income from old Connode contracts, leasings, maintenance etc. Does not matter how much but it comes off of monthly expenditure, which is now working downwards anyway towards £375k. You cannot just have one side of an equation.
DYOR

No, Colour, I am not going down that avenue again. For somebody who supposedly owns CC shares you have constantly rubbished them, said they are doomed to failure. Why we shall never know, apart from previous losses.
Forget nit picking to take us off the scent. Do you think INDORE has a chance of great success after having the recent write ups especially by the Indore Utility itself.
Reasonable question what do you think of CC's prospects following INDORE and what you think of CC's association with EESL.
DYOR.

One has to wonder why that 1,000,000 buy was delayed, surely it would have pushed the SP up.
Fishy.

Hello Colour.. Don't be so evasive, Mysore has not been mentioned lately, agreed, but when it was first mentioned it was under the earlier design but was nevertheless praised by Indian Government.
I know that you don't like talking about INDORE but do you agree that it has been very successful, is now being installed by the 1,000's every week, is stated to be saving a lot of money and above all is RF based, which I think you said would not take off.
Would you also agree that INDORE is being visited by many States of India and by other countries.
DYOR.

Thanks for that Vas.. One or two observations, last year when I was talking to an Indian magazine they said that there would be fees for a publication, so I expect all publications are not independent. This one covers state by state but of course INDORE is only one City in Madhya Pradesh. It would appear that the Smart (or dumb) that Colour was always on about was not successful and that INDORE is only one professing savings. So why did not the publication highlight this fact when we hear that other States and Countries are visiting this 'showcase'. We know in this respect that India is slow off the mark but they have seen a result in large savings in INDORE that EESL and Government are pleased with. Saving money is all that the Discoms are interested in, INDORE is leading the way in regards to cleanliness etc and are pushy so will most likely be visited in the coming months many times. DYOR

Not much going on so I thought that I would rerun CC's last November newsletter.
Mainly for the interest of new lookers.
https://cyanconnode.com/about/india_update/
We all know that things do not happen overnight in India but our participation at this this level is very important.
250m meters in three years is hopeful, mainly from production point of view, that's a lot of meters but shows the intent.
INDORE is saving money and that is what it is all about. It has caught the eye of other states and countries so hopefully just a matter of time to get into the full swing of production/installation.
I consider this to be a forgone conclusion, what I now how my eye is how much CC will get involved in training, maintenance, possibly installations etc. Under CC's present financial limitations it would have to be at customers immediate cost, possibly not a problem considering the savings.
To get the 250m meters underway they would probably have to set up a training centre in each State.
All possible with the will of the clients.
Newbies DYOR.

LTI, surprised that I could see no mention about Indore or CC, although only scanned ISGF.
Could it be EESL is the opposition to ISGF

http://www.infraline.com/infraline-energy/interviews-details/30718